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Alexander Greene | Financial Advisor

Profile img for Alexander Greene, financial advisor at Wells Fargo Advisors
Athens, GA
Alexander Greene
Financial Advisor
Financial Advisor at
Wells Fargo Advisors

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
Helping you reach your financial goals Alex Greene, CFP®, CRPC® Senior Vice President – Investment Officer CERTIFIED FINANCIAL PLANNER® ________________________________________ About Alex Greene With 17 years of experience in financial services, I work with individuals and families to develop customized investment strategies tailored to their long-term goals, risk tolerance, and life stage. I’m particularly focused on helping clients simplify complex financial decisions—whether that’s preparing for retirement, managing concentrated equity positions, or navigating transitions in wealth. Raised in Athens, GA, I earned my accounting degree from the University of Alabama at Birmingham. Since then, I’ve built a career defined by continuous learning, market-tested experience, and an unwavering commitment to my clients' financial success. I hold both the CERTIFIED FINANCIAL PLANNER® and Chartered Retirement Planning Counselor℠ designations—credentials that reflect my dedication to providing holistic, fiduciary-level guidance. Clients appreciate my direct communication style and ability to translate complex financial strategies into clear, practical steps. I believe financial advice should be both strategic and accessible—and I aim to deliver both. Credentials I serve as a Senior Vice President – Investment Officer at Wells Fargo Advisors and hold both the CFP® and CRPC® designations. My goal is to make financial strategies clear and actionable, empowering clients to feel confident in the decisions they make. My Process Your goals evolve—and your wealth plan should too. I build adaptable investment strategies that align with your objectives, then refine them over time as your life changes. From accumulation to distribution, I’m by your side to help ensure your plan stays on track, no matter what the market or life throws your way. As a Client When you work with me, you can benefit from the scale and stability of Wells Fargo Advisors—with the access and responsiveness of a trusted local advisor. I serve as your primary point of contact for both investment planning and broader financial conversations, while providing access to Wells Fargo’s banking and lending affiliates to support your full financial picture. About Wells Fargo Advisors Wells Fargo Advisors, a non-bank affiliate of Wells Fargo & Company, traces its roots back to 1879. It is one of the nation's largest and most respected financial institutions, with a long history of serving individuals, families, and businesses. ________________________________________ Contact 1200 Mitchell Bridge Road Athens, GA 30606 Office: (706) 546-9442 | Cell: (404) 457-7102 alex.greene@wellsfargo.com wellsfargoadvisors.com PM-01262027-8221255.1.1
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Specialties and Expertise

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Tax Minimization Investment Strategies
Ultra High Net Worth Planning
Business Ownership Strategies
High Net Worth Planning
Portfolio Construction
Retirement Income
College Planning

Clientele

8
Wealthy Families
1st Generation Americans
Attorneys & Paralegals
Business Owners
Corporate Executives
Retirees
Surviving Spouses
High Net Worth Individuals

Education

1
University of Alabama at BirminghamAccountingYear Obtained: 2024
Quick Facts About Alexander
Years of Experience:17 yearsMember since:2025

Services Provided

How I help my clients

Retirement Planning

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Business Retirement Solutions

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Estate Planning Strategies

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Insurance

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Pricing Models

Fees and Commissions Information

Proof of License

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SEC Profile
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Athens, GA
Alexander Greene
Financial Advisor
Financial Advisor at
Wells Fargo Advisors
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Advisor Disclosure
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Member FINRA/SIPC.
Investment and Insurance Products are:
  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank of Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Profile last updated: 08-14-2025